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Cedar Fair
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Overview Fund Activity

146 hedge funds and large institutions have $1.5B invested in Cedar Fair in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
18
Increased
32
Reduced
43
Closed
9
Calls
$11.4M
Puts
$1.59M
Net Calls
+$9.76M
Net Calls Change
+$405K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$372M
2
UBS Group
2
UBS Group
Switzerland
$121M
3
N
3
Natixis
France
$43.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$160M
5
Citigroup
5
Citigroup
New York
$26.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$13.6M
2
CP
2
Centerbridge Partners
New York
$17.6M
3
Barclays
3
Barclays
United Kingdom
$69.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$118M
5
IAM
5
Impala Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
76
Nicholas Company
Wisconsin
$344K – – –
DWP
77
Daymark Wealth Partners
Ohio
$344K +$279 +7 +0.1%
Creative Planning
78
Creative Planning
Kansas
$329K -$31K -780 -9%
GT
79
Glenview Trust
Kentucky
$318K – – –
SI
80
Saxon Interests
Texas
$308K +$308K +7,745 New
William Blair & Company
81
William Blair & Company
Illinois
$288K – – –
JIC
82
Johnson Investment Counsel
Ohio
$286K -$20.1K -506 -7%
SCM
83
Sage Capital Management
New Jersey
$275K +$275K +6,912 New
POIA
84
Pin Oak Investment Advisors
Texas
$267K -$3.39K -85 -1%
GG
85
GenWealth Group
New Jersey
$256K – – –
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$247K -$1.91K -48 -0.8%
CA
87
Cetera Advisors
Colorado
$247K +$199 +5 +0.1%
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$240K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$1.99K +50 +0.9%
Lido Advisors
90
Lido Advisors
California
$223K -$91.5K -2,300 -29%
SIC
91
Salem Investment Counselors
North Carolina
$175K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$131K +$11.9K +300 +10%
Group One Trading
93
Group One Trading
Illinois
$128K +$103K +2,595 +421%
CA
94
Clearstead Advisors
Ohio
$115K -$161K -4,052 -58%
SIS
95
Sound Income Strategies
Florida
$110K +$33.9K +852 +44%
WT
96
Whittier Trust
California
$71.6K – – –
LFG
97
Larson Financial Group
Missouri
$65.8K +$318 +8 +0.5%
Bessemer Group
98
Bessemer Group
New Jersey
$62K +$11.9K +300 +24%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$59K – – –
CWM
100
Cranbrook Wealth Management
Michigan
$56.8K +$438 +11 +0.8%
2 3
4
5 6